Displaying records - Using views

1. In any module, a successful search will display, by default, only the "Summary" field of your records

In this example, we are logged in as "Anthropology Collections Manager" and we searched for records in the "Catalog" module. Only the "Summary Data" field is shown in the "View List" mode.


In any module, a successful search will display, by default, only the "Summary" field of your records
2. To visualize different field(s), they have to be added to a "View List"

Click the "View" menu in the upper toolbar, then "List Settings", then "Choose List".

To visualize different field(s), they have to be added to a "View List"
3. All view lists available to you will show up in the dialog

Click the "New" button to create a new view list.

All view lists available to you will show up in the dialog
4. Add a meaningful name to the view list

Think of lists as templates that can and should be reused for many contexts. In this example, I gave the view list the names of the fields it will contain.

Add a meaningful name to the view list
5. Scroll the "Fields" window to find the columns you want to add to your view list
Scroll the "Fields" window to find the columns you want to add to your view list
6. Double-click each field to add it
Double-click each field to add it
7. Each added field will appear in the "Columns" window

You can repeat the previous step as many times as you'd like.

Each added field will appear in the "Columns" window
8. Click "OK" to save your view list
Click "OK" to save your view list
9. Double-click or select and click "OK" the view list to apply it

In this example, our newly created "CatNum-CollectionName" should be displayed.

Double-click or select and click "OK" the view list to apply it
10. Note how your view has changed

Only the selected two columns in our view list are displayed.

Note how your view has changed